MARCO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARCO FOUNDATION (EIN 86-0969412)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202423039349100902
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T07:31:07-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200741103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blaine A Whitaker CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4531 N 16th Street Ste 103 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860969412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marco Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 6026252536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sklar | PersonNm |
| Person Title | Director/Pres | PersonTitleTxt |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Blaine A Whitaker | PreparerPersonNm |
| PTIN | P00146222 | PTIN |
| Phone | 6022647544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,660,413 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $268,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,536,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,169 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,528 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $448,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,786 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,745 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $81,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,184 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,484 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $800,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$351,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,898 | CashBOYAmt |
| Cash EOY | $30,753 | CashEOYAmt |
| Cash EOYFMV | $30,753 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $243,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $403,245 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $366,856 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $402,169 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $366,856 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $366,856 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,929,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,538,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,538,230 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,273,353 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,806,503 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,806,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $513,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $514,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $514,826 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,397,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,660,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,660,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,397,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,660,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,397,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,660,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,397,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,660,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,397,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$351,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,614,500 | OtherIncreasesAmt |
| Subtotal | $12,660,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,660,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Sec. (ST) - See PDF | P | 2023-01-01 | 2023-06-30 | $161,267 | $187,960 | -$26,693 | -$26,693 |
| Publicly Traded Sec. (LT) - See PDF | P | 2022-01-01 | 2023-06-30 | $2,285,695 | $2,192,750 | $92,945 | $92,945 |
| Capital Gain Dividends | $89,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$26,693 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,842 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,842 | SubtotalAmt |
| Tax Based On Investment Income | $4,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,641 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,641 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,799 | OverpaymentAmt |
| Applied To ES Tax | $5,799 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Sklar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6026252536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sklar | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director/Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,672,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,028,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,028,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,848,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $592,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $592,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,842 | TotalTaxAmt |
| Distributable Before Adj | $587,565 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $587,565 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $587,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $700,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,565 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $76,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $266,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $867,905 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,318,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $700,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $587,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,435 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,431,172 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $76,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,354,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,682 | ExcessFromYear4Amt |
| Excess From Year3 | $266,675 | ExcessFromYear3Amt |
| Excess From Year2 | $867,905 | ExcessFromYear2Amt |
| Excess From Current Year | $112,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael Sklar | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael Sklar | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6026252536 | RecipientPhoneNum |
| Form And Info And Materials | In writing by qualif Org under SEC 501(C)(3) IRC. State request & purpose. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations qualified under SEC 501(C)(3) of the internal revenue code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Artula Inst for Arts Environmental | |||||||
| PO Box 1139 | Bandon | OR | 97411 | None | PC | General Operational Support | $10,000 |
| Youth Charity League | |||||||
| 4931 SW 76th Ave 194 | Portland | OR | 97225 | None | PC | General Operational Support | $5,000 |
| The Froth and Bubble Foundation | |||||||
| 7349 Via Paseo del Sur Ste 515-426 | Scottsdale | AZ | 85258 | None | PC | General Operational Support | $10,000 |
| Urban Gleaners | |||||||
| PO Box 6344 | Portland | OR | 97228 | None | PC | General Operational Support | $10,000 |
| Red Bird Running Club Inc | |||||||
| 2817 NE 24th Avenue | Portland | OR | 97212 | None | PC | General Operational Support | $10,000 |
| Catlin Gabel School | |||||||
| 8825 SW Barnes Rd | Portland | OR | 97225 | None | PC | General Operational Support | $125,000 |
| Banner Health Alzheimer's Foundatio | |||||||
| 2901 N Central Ave Ste 160 | Phoenix | AZ | 85012 | None | PC | General Operational Support | $200,000 |
| Hillel Jewish Student Center At ASU | |||||||
| 1012 S Mill Ave | Tempe | AZ | 85281 | None | PC | General Operational Support | $50,000 |
| Valley Beit Midrash | |||||||
| 7580 E Gray Rd Suite 102 | Scottsdale | AZ | 85260 | None | PC | General Operational Support | $25,000 |
| Fighting Pretty | |||||||
| 4800 S Macadam Ave 205 | Portland | OR | 97239 | None | PC | General Operational Support | $5,000 |
| Every Body Athletics | |||||||
| 10940 SW Barnes Rd 259 | Portland | OR | 97225 | None | PC | General Operational Support | $40,000 |
| BBYO Mountain Region | |||||||
| 529 14th ST NW Suite 705 | Washington | DC | 20045 | None | PC | General Operational Support | $25,000 |
| The Jewish Comm Fndn of Greater Pho | |||||||
| 12701 North Scottsdale Road 201 | Scottsdale | AZ | 85254 | None | PC | General Operational Support | $100,000 |
| SW Autism Research Resource Center | |||||||
| 300 N 18th Street | Phoenix | AZ | 85006 | None | PC | General Operational Support | $75,000 |
| PJ Library | |||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | None | PC | General Operational Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Federal Tax Refund | 1 | $10,641 |
| Interest on loans | 14 | $13,431 |
| Other Income | 14 | $97 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $448,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,427 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,745 | Amt |
| Net Investment Income | $4,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate/Government Securities | BondNm |
| EOY Book Value | $1,806,503 | EOYBookValueAmt |
| EOYFMV | $1,806,503 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $9,538,230 | EOYBookValueAmt |
| EOYFMV | $9,538,230 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Real Estate Funds | FMV | $322,361 | $322,361 |
| Commodity Funds | FMV | $192,465 | $192,465 |
| SMS Financial XXIII LLC | AT COST |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $10,641 | |
| Interest on loans | $13,431 | $13,431 |
| Other Income | $97 | $97 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loan to Mark Tarbell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $366,856 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $81,184 | Amt |
| Net Investment Income | $81,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $10,641 | |
| Foreign Taxes | $3,484 | $3,484 |
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